Covisum offers more than just software. We’ve developed a process that involves training and support to set you up for success. We believe in improving lives through better financial decisions. We provide a AAA experience through awesome support, actionable client reports, and aligned interests. And we’ve got a proven process to help our customers succeed. Want to join a winning solution? Here’s how it works:

With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line.

Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based platform later this year.

President Trump plans to provide tax relief for middle class Americans and simplify the tax code. How could this new tax plan, outlined in his “Tax Reform That Will Make America Great Again,” impact financial advisors? What could it mean for your clients?